Winch Advisory Services’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
62,412
-3,128
| -5% | -$105K | 0.51% | 32 |
|
|
2025
Q1 | $2.18M | Buy |
65,540
+5,683
| +9% | +$189K | 0.58% | 30 |
|
|
2024
Q4 | $1.96M | Buy |
59,857
+10,393
| +21% | +$340K | 0.51% | 31 |
|
|
2024
Q3 | $1.67M | Buy |
49,464
+1,688
| +4% | +$56.9K | 0.46% | 31 |
|
|
2024
Q2 | $1.56M | Buy |
47,776
+5,714
| +14% | +$186K | 0.44% | 32 |
|
|
2024
Q1 | $1.38M | Buy |
42,062
+14,116
| +51% | +$461K | 0.42% | 33 |
|
|
2023
Q4 | $917K | Buy |
27,946
+8,153
| +41% | +$268K | 0.3% | 42 |
|
|
2023
Q3 | $622K | Buy |
19,793
+1,403
| +8% | +$44.1K | 0.23% | 48 |
|
|
2023
Q2 | $591K | Buy |
18,390
+979
| +6% | +$31.5K | 0.21% | 50 |
|
|
2023
Q1 | $566K | Buy |
17,411
+792
| +5% | +$25.7K | 0.22% | 51 |
|
|
2022
Q4 | $529K | Sell |
16,619
-756
| -4% | -$24.1K | 0.23% | 51 |
|
|
2022
Q3 | $544K | Buy |
17,375
+790
| +5% | +$24.7K | 0.23% | 48 |
|
|
2022
Q2 | $541K | Sell |
16,585
-21,113
| -56% | -$689K | 0.22% | 49 |
|
|
2022
Q1 | $1.29M | Sell |
37,698
-1,068
| -3% | -$36.5K | 0.45% | 35 |
|
|
2021
Q4 | $1.4M | Sell |
38,766
-2,554
| -6% | -$92.3K | 0.46% | 37 |
|
|
2021
Q3 | $1.51M | Sell |
41,320
-3,441
| -8% | -$126K | 0.53% | 35 |
|
|
2021
Q2 | $1.64M | Buy |
44,761
+443
| +1% | +$16.3K | 0.59% | 33 |
|
|
2021
Q1 | $1.61M | Buy |
44,318
+1,005
| +2% | +$36.4K | 0.64% | 34 |
|
|
2020
Q4 | $1.61M | Buy |
43,313
+258
| +0.6% | +$9.59K | 0.67% | 31 |
|
|
2020
Q3 | $1.58M | Buy |
43,055
+4,730
| +12% | +$174K | 0.67% | 26 |
|
|
2020
Q2 | $1.4M | Buy |
38,325
+124
| +0.3% | +$4.53K | 0.67% | 27 |
|
|
2020
Q1 | $1.3M | Sell |
38,201
-875
| -2% | -$29.8K | 0.65% | 22 |
|
|
2019
Q4 | $1.38M | Buy |
39,076
+2,577
| +7% | +$91K | 0.65% | 31 |
|
|
2019
Q3 | $1.29M | Buy |
36,499
+721
| +2% | +$25.4K | 0.67% | 28 |
|
|
2019
Q2 | $1.25M | Buy |
35,778
+1,033
| +3% | +$36.1K | 0.65% | 32 |
|
|
2019
Q1 | $1.19M | Buy |
34,745
+1,919
| +6% | +$65.6K | 0.66% | 36 |
|
|
2018
Q4 | $1.09M | Buy |
32,826
+400
| +1% | +$13.2K | 0.6% | 35 |
|
|
2018
Q3 | $1.08M | Buy |
32,426
+965
| +3% | +$32.1K | 0.54% | 40 |
|
|
2018
Q2 | $1.05M | Buy |
31,461
+713
| +2% | +$23.7K | 0.56% | 41 |
|
|
2018
Q1 | $1.03M | Buy |
+30,748
| New | +$1.03M | 0.6% | 42 |
|